1,540 hedge funds and large institutions have $75.7B invested in KLA in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 618 increasing their positions, 544 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.43%
New
162
Increased
618
Reduced
544
Closed
121
Calls
$646M
Puts
$631M
Net Calls
+$14.7M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Shares
Change %
CFAM
976
Center For Asset Management
Florida
$590K -$21.8K -32 -4%
MWM
977
MorganRosel Wealth Management
Colorado
$583K -$323K -475 -36%
GAM
978
Griffin Asset Management
New York
$581K
MA
979
MJP Associates
Connecticut
$579K +$45.6K +67 +9%
ST
980
Smithfield Trust
Pennsylvania
$579K
CC
981
Centiva Capital
New York
$577K +$268K +394 +87%
KCM
982
Kathmere Capital Management
Pennsylvania
$576K +$22.4K +33 +4%
RFG
983
Range Financial Group
Oregon
$576K +$127K +187 +28%
SSWM
984
Smith Salley Wealth Management
North Carolina
$575K -$186K -273 -24%
AWM
985
Aries Wealth Management
Maine
$572K
CNBT
986
Canandaigua National Bank & Trust
New York
$570K -$19K -28 -3%
VWM
987
Valley Wealth Managers
New Jersey
$568K +$23.1K +34 +4%
AAM
988
Auxier Asset Management
Oregon
$568K
NAM
989
NorthCrest Asset Manangement
Minnesota
$566K +$55.1K +81 +11%
EWS
990
Evergreen Wealth Solutions
Pennsylvania
$557K -$169K -248 -23%
DAS
991
Diversify Advisory Services
Utah
$555K +$109K +158 +24%
CIA
992
Capital Investment Advisors
Georgia
$553K +$52.3K +77 +10%
SPC
993
Sigma Planning Corp
Michigan
$552K +$27.2K +40 +5%
VCM
994
Versant Capital Management
Arizona
$552K +$343K +504 +164%
TCA
995
Transcend Capital Advisors
New Jersey
$549K +$8.84K +13 +2%
TSS
996
Two Sigma Securities
New York
$545K -$1.17M -1,717 -68%
WAP
997
Wealthcare Advisory Partners
Pennsylvania
$540K +$9.52K +14 +2%
SYBT
998
Stock Yards Bank & Trust
Kentucky
$540K -$124K -183 -19%
MWM
999
Mission Wealth Management
California
$537K -$273K -402 -34%
AWA
1000
Aaron Wealth Advisors
Illinois
$536K +$253K +372 +89%